See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $56,012 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,422 | $49,227+32.9% | $70,449-7.1% | $79,858-18.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.99% | 30.06%-27.1pp | 109.03%-106.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $2,879 | $2,099+37.2% | $2,737+5.2% | $2,471+16.5% |
| Participant deferral / active EE | $6,795 | $2,768+145.5% | $3,709+83.2% | $3,740+81.7% |
| Admin fee / account holder | $240 | $2,878-91.6% | $3,845-93.7% | $5,306-95.5% |